Flexible Financial Marketing, Inc. a leading fee-income program provider for nearly 20 years. Helping banks help people.    
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The FLEX TEST©    
Comparison Analysis
This test is for your information only, results will not be saved or submitted to our company.		    
In addition to uncovering potential earnings, the Flex Test© allows you to compare and contrast the services we provide against those of our competitors. Put Flexible Financial Marketing, Inc. (FFMI) and any other fee-income program you may be reviewing, to the Flex Test©:    
  FFMI OTHER
Recruit Investment Representative
Design Investment Representative Employment Contract
Provide Sample Investment Representative Employment Contract
Business Plan, Implementation Manual
Start Up Costs & Fee Schedule
List of Compensation Schedules, Rep & Referrals
Bank Policies and Procedures Manual
Bank Required Compliance Manual
Bank Appointed Officer to Monitor Program
Bank Investment Center Yearly Audit
Required Quarterly Off-Premise Compliance Meetings
Bank Management Procedure for Third Party Supervision
Required Supervision of Personnel Involved in Non-Deposit Sales
Design for Designated Separate Floor Space (where space permits)
Floor Space Identified with Broker/Dealer Affiliation
Board Approved Menu of Products and Fees
E & O Bank Policy (For Broker, Bank and Board Members)
Customer Suitability and Disclosure Samples
Product Peer Group Evaluation (Board Approved)

Sample Disclosures and Advertising
Content and Form of Disclosure
Timing of Disclosure
Use of Customer Information
Required Bank Recordkeeping
Design of Bank Employee Referral Program
Monthly Compliance Updates for Investment Center
Bank Examiner Reviews for Current Center
Bank Examiner Checklist for Investment Center
Local Service and Representation
Bank Trade Endorsed Programs
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